Investment Coordinator

A BAM Investment Coordinator’s role is to provide ongoing support to the BAM investment staff and to promote collaboration across teams. They will function as the integral, go-to person in helping our investment teams navigate the firm. The employee will primarily focus on assisting with Portfolio Manager-Analyst team support, schedule maintenance, travel and expenses, research requests, and any ad-hoc projects that the investment teams require. They will work with BAM Broker Relations to help investment staff liaise with external experts and sell-side analysts in the region. This role requires high attention to detail, relationship management, resourcefulness, initiative, and a go-getter attitude.

In the role of Investment Coordinator, the employee will be responsible for the following:

• Providing day-to-day support for PM and Analyst teams in admin & research processes
• Calendar Management: Daily and weekly review of teams' calendars to ensure they are abreast of meetings for the day ahead; address any conflicts or prioritization needed
• Submitting accurate and timely expenses
• Bespoke reporting for investment teams
• Working with Compliance to ensure adherence to policy, meeting clearance, and obtain approvals, vetting of meetings, conferences, and events
• Coordinating corporate access for investment teams including conferences and expert calls
• Tracking and highlighting upcoming events tailored to teams' coverage
• Collaborating with Broker Relations team to maintain critical reporting systems for the firm
• Scheduling IR Calls, expert calls using BAM systems to invite relevant parties
• Booking Hotel, Airfare, Cars, Visas, Passport Renewal as needed
• Ad Hoc Tasks: Medical / healthcare claim forms, Relocation arrangements

In order to effectively represent the Company and communicate with clients, a BAM Investment Coordinator should possess the following attributes:

• Collaborative Team Player
• Analytical Thinker
• Strong written and verbal communication skills
• Microsoft Office Suite, specifically Outlook, PowerPoint, & Excel
• Experience in an administrative or team support role, preferably in finance, is preferred
• Commodities Markets knowledge is nice to have